Setup Configurations for Account Setup
YouTube: How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?
How to Configure Multiple Setup Accounts Configurations and Assign Them to Users?
This tutorial explains how to set up and manage Account Configurations in Logic ERP. It covers creating multiple configurations, customizing account-level settings, assigning them to users, and understanding how these configurations control field visibility and access. This feature ensures better control, security, and customization of account-related operations.
Objective of Account Configurations
Customize Account Setup based on User Roles
Control field visibility and accessibility
Enhance data security and standardization
Simplify account creation workflows
Accessing Account Configuration Setup
Navigate to Main Menu → Setup Module
Open Setup Account Menu
Click on “Setup Configurations for Account Setup”
Creating Account Configurations
Enter Configuration Name(s)
Click Save
Multiple configurations can be created as per requirements
Defining Configuration Settings
Select a Configuration Name
Click on Set Configuration
Customize settings such as:
Field visibility
Editable fields
Restrictions (e.g., credit-related fields)
Assigning Configurations to Users
Navigate to Main Menu → User Access Module
Click on User Access Rights
Select the Desired User
Grant Configuration Access
Navigate using Left/Right Arrow Buttons
Locate Setup Account Configuration Option
Select required configuration(s)
Click Add
Click Grant Access
Effect of Configuration on Users
Log in with the assigned user account
Open Setup → New Account Window
Example 1: Restricted Configuration
Fields like:
Credit Limit
Bill Limit
Credit Limit Variance
Are hidden or disabled
User cannot view or edit these fields
Example 2: Full Access Configuration
Assigned to another user
Fields like:
Credit Limit
Bill Limit
Variance
Are enabled and visible
User can access and modify these fields
Implement Multiple Configurations
Log in with different users
Compare:
Field visibility
Access permissions
Confirms correct configuration assignment
Key Benefits
Ensures role-based access control
Prevents unauthorized data changes
Improves data accuracy and compliance
Provides flexibility in account management
Final Outcome
Users operate under customized configurations
Sensitive fields are secured and controlled
Account setup becomes standardized and efficient
Overall system control and governance are enhanced
Last updated